EspoCRM is a web application that allows users to see, enter, and evaluate all your company relationships regardless of the type. People, companies, projects, or opportunities – all in an easy and intuitive interface.

This application is used by many companies in different industries worldwide and has a large number of satisfied customers. It is completely open-source which guarantees us access to the source code and the possibility to adjust it.

So, let’s install it.

Install EspoCRM on Ubuntu 20.04

EspoCRM as usual is a web-based CRM. Therefore it has to be installed on a fully functional webserver. In this case, we have chosen Apache as a web server and MariaDB as a database manager, forming then the LAMP stack.

So, read our post about it

How to install LAMP on Ubuntu 20.04?

Also, install these PHP modules needed to run EspoCRM and some important packages.

libapache2-mod-php7.4 openssl php-imagick php7.4-common php7.4-curl php7.4-gd php7.4-imap php7.4-intl php7.4-json php7.4-ldap php7.4-mbstring php7.4-mysql php-ssh2 php7.4-xml php7.4-zip unzip

1.- Configuring PHP to work with EspoCRM

Once Apache and PHP are installed, it is convenient to make some adjustments to the PHP configuration. So, open the configuration file:

sudo nano /etc/php/7.4/apache2/php.ini

And within the file it sets the following minimum values:

max_execution_time 180
max_input_time 180
memory_limit 256M
post_max_size 20M
upload_max_filesize 20M

When using the nano text editor, you can press the CTRL + W keys to perform an accurate search.

Save the changes and close the editor.

2.- Create a new database and user for MariaDB

EspoCRM handles a large amount of data thanks to the database managers, so we installed MariaDB. Now it remains, to create a new database and a new user with permissions on it. This in order not to use the root user.

So, open the MariaDB shell:

sudo mysql -u root -p

And run the following commands:

CREATE DATABASE espocrm;
GRANT ALL ON espocrm.* to 'espocrmuser'@'localhost' IDENTIFIED BY 'espocrmpss';
FLUSH PRIVILEGES;
exit;

Now we can continue.

3.- Download EspoCRM

From a computer other than your server, we will do the download. To do this, visit the EspoCRM website and go to the download section and after entering an email, you can download the file.

Then upload it to your server using the scp command.

scp [file_path] [user]@[server]:/tmp

In my case,

scp Downloads/EspoCRM-6.0.3.zip angelo@crm.osradar.test:/tmp

Now go back to the server and decompress the file you just uploaded.

cd /tmp/
unzip EspoCRM-6.0.3.zip

Now move it to the Apache root directory. Also, we will change the name for a simpler one:

sudo mv EspoCRM-6.0.3 /var/www/html/espocrm

Now, assign the appropriate permissions and make Apache the owner of the folder:

sudo chmod 755 -R /var/www/html/spocrm/
sudo chown www-data:www-data -R /var/www/html/espocrm/

The next step is to create a new VirtualHost for EspoCRM:

sudo nano /etc/apache2/sites-available/espocrm.conf

And add the following content:

<VirtualHost *:80>
      ServerAdmin admin@your_domain.com
      DocumentRoot /var/www/html/espocrm/
      ServerName crm.osradar.test

     <Directory /var/www/html/espocrm>
            Options FollowSymlinks
            AllowOverride All
            Require all granted
     </Directory>

     ErrorLog ${APACHE_LOG_DIR}/your-domain.com_error.log
     CustomLog ${APACHE_LOG_DIR}/your-domain.com_access.log combined

</VirtualHost>

Replace ServerName with your own and make the desired settings and save the changes.

Make the new Virtualhost and Apache’s rewrite module available:

sudo ln -s /etc/apache2/sites-available/espocrm.conf /etc/apache2/sites-enabled/espocrm.conf
sudo a2enmod rewrite
sudo systemctl restart apache2

Now we can complete the installation.

4.- Install EspoCRM on Ubuntu 20.04

Now it is time to complete the installation.

On a client computer open a web browser and go to http://your-server and you will see the following:

From this screen, you can choose the language of the installation. So, click on the start button.

Then, accept the license terms.

Now add the database parameters:

Now the installer will check your entire system to see if it meets the requirements.

After this, you must create the administrator account.

Then configure the instance. Here you can define the time zone, currency, and time and date format.

Configure EspoCRM with your email server credentials.

If everything goes well, you will see the following message indicating that the installation was successful. Also, you will be prompted for the command to enter to schedule EspoCRM tasks using Crontab.

Go to the administration panel and you will see the login screen:

And finally, EspoCRM in all its glory.

Conclusion

EspoCRM is a fairly simple CRM that aims to be a solid alternative for SMEs. This program is not complicated to use and focuses on the basics to be much more useful to the user. After reading this post, now you know how to install it without problems.

The post How to install EspoCRM on Ubuntu 20.04? appeared first on Linux Windows and android Tutorials.

Looking for a CRM? Yetiforce is probably the best

A CRM (Customer Relationship Management) is a type of application-oriented to everything concerning the relationship between customers and company. Similarly, thanks to CRM can collect customer data to predict some of their needs and get their loyalty. In this sense, a CRM also ensures a great marketing policy.

In conclusion, we can say that companies that use CRM solutions generate more sales opportunities, streamlining management, with budgets updated in real time and optimized sales processes.

On the other hand, Yetiforce is a CRM of Polish origin. It has all the features expected by software of its kind, however, is more powerful than most. In the website of the project states that is “the best CRM that exists”, and is that thanks to more than 100 modules available make it one of the most solid.

In the same way, it is open source and allows us to examine its source code to know how it is done. Besides, it is easy to audit.

Let us install Yetiforce on CentOS 7.

Install Yetiforce on CentOS 7

1. Install Apache and PHP 7.2

First, we must install the Apache web server to run Yetiforce.

In a terminal interface, run the following:

:~$ su
:~# yum install httpd

Then open port 80 in the CentOS firewall.

:~# firewall-cmd --add-port=80/tcp --permanent
success
:~# firewall-cmd --reload
success

Now, you have to install PHP 7.2. Since PHP 7.2 is not available in CentOS, it is necessary to use another repository.

:~# yum install epel-release yum-utils
:~# rpm -Uhv https://rpms.remirepo.net/enterprise/remi-release-7.rpm
:~# yum-config-manager --enable remi-php72

Once you have done this, you can install PHP 7.2 and the required modules for Yetiforce.

:~# yum install php php-mysqlnd php-opcache php-xml php-xmlrpc php-gd php-mbstring php-imap php-json php-xdebug php-posix php-uopz php-bcmath php-zip php-apcu php-ldap php-soap php-opcache php-intl php-imagick

In order to test PHP, create a new file on /var/www/html/ and add the following:

:~# yum install nano
:~# nano /var/www/html/test.php
<?php
phpinfo();
?>

Start the Apache service.

:~# systemctl enable httpd
:~# systemctl start httpd

Now, open a web browser and go to http://your-server/test.php and you will see this.

2.- Install MySQL 8 on CentOS 7

Now you have to install MySQL. The problem is that the version you bring in the official repositories is very old, better use version 8.

:~# rpm -Uvh https://repo.mysql.com/mysql57-community-release-el7-11.noarch.rpm
:~# yum --enablerepo=mysql80-community install mysql-community-server

Then you have to start the service.

:~# systemctl enable mysqld
:~# systemctl start mysqld

After that, you need to find out the temporary password.

:~# grep "A temporary password" /var/log/mysqld.log
A temporary password is generated for root@localhost: 9iyw6>sX:jf5

Now, you have to use the mysql_secure_installation script to secure MySQL.

:~# mysql_secure_installation

You will be asked several questions to improve the security of the program:

Remove anonymous users? Y
Disallow root login remotely? Y
Remove test database and access to it? Y
Reload privilege tables now? Y

Now, you have to create a user and database for Yetiforce.

:~# mysql -u root -p
> CREATE DATABASE yetiforce;
> CREATE USER 'yetiforceuser'@'localhost' IDENTIFIED WITH mysql_native_password BY 'your-password';
> GRANT ALL PRIVILEGES ON yetiforce.* TO 'yetiforceuser'@'localhost' WITH GRANT OPTION;
> FLUSH PRIVILEGES; 
> exit;

Now, you can continue the process.

3.- Install Yetiforce

First, download Yetiforce.

:~# yum install wget unzip
:~# wget https://github.com/YetiForceCompany/YetiForceCRM/releases/download/5.1.0/YetiForceCRM-5.1.0-complete.zip

Next, decompress it.

:~# unzip YetiForceCRM-5.1.0-complete.zip -d /var/www/html/

Next, set the right permissions to the folder.

:~# chown -R apache:apache /var/www/html

NOTE: delete the .zip file.

Yetiforce requires external libraries that we can install using Composer.

Read: How to install Composer on Linux?

And install it as the regular user:

:~# exit
:~$ composer require phpunit/php-invoker

Now, create a new virtual host for Yetiforce.

:~$ su
:~# nano nano /etc/httpd/conf.d/yetiforce.conf

And add the following:

<VirtualHost *:80> 
  ServerAdmin admin@your_domain.com
  DocumentRoot /var/www/html/
  ServerName your_domain.com
  ServerAlias www.your_domain.com
  
<Directory /var/www/html/> 
    Options FollowSymLinks
    AllowOverride All
    Order allow,deny
    allow from all
</Directory> 
ErrorLog /var/log/httpd/your_domain.com-error_log
CustomLog /var/log/httpd/your_domain.com-access_log common
</VirtualHost>

Replace your_domain with yours. And restart apache.

:~# systemctl restart httpd

After that, we need to complete the installation.

4.- Complete the yetiforce installation using the web interface

Now, open your web browser and access your server to complete the installation.

Then, accept the terms of the license.

After that, you have to type the database credentials and admin information.

Next, confirm the configuration settings.

Then, enter the company details.

Next, the installation will begin.

When the process is finished you will see the Yetiforce dashboard.

Conclusion

Yetiforce is a very complete application in your area. It has many features that make it the best in CRM. It has a great community and is used by many important companies.

Please share this post with your friends.

The post How to install Yetiforce on CentOS 7? appeared first on Linux Windows and android Tutorials.